Install S-Drive from the AppExchange
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If you are upgrading S-Drive from a previous version, see Appendix B: Upgrading S-Drive. Otherwise continue below. |
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Increasing securityThe user installing and connecting S-Drive in the portal must have Modify All Data and Customize Application permissions. This is typically an Admin user. To increase security, we recommend setting up a special user with its own profile that will have Modify All Data and Customize Application permissions, and after installation those permissions will be removed. You can clone the System Administrator profile and remove permissions after installation. The steps to do this are described briefly here, but are in the instructions on this page in more detail.
NOTE: Any time your org is disconnected from the portal for any reason, you will need to restore Modify All Data and Customize Application Permissions to the service user, reconnect in the portal, then remove the permissions again. |
Install S-Drive from the AppExchange
Login to Salesforce as Admin or as a special service user you’ve set up for S-Drive. (See “Increasing Security” above.) If using a service user, it’s best to clone the System Admin profile and use it only for the service user.
Go to the AppExchange S-Drive listing and click “Get it Now.” Follow the prompts to install S-Drive in your sandbox or production org.
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Click Connected Organizations link on the menu (Figure 4‑6). Then under "Connect Salesforce.com Organizations", click either “Production Instance” or “Sandbox Instance” based on where you installed S-Drive. This redirects the salesforce.com login page. Login, and you’ll see your organization on the list of “Connected Salesforce.com Organizations.”
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Increasing security
The user installing and connecting S-Drive in the portal must have Modify All Data and Customize Application permissions. This is typically an Admin user.
Once connected, those permissions can be removed from the user that connected your org in the portal. Removing the permissions gives added security.
However, our payment calculation job needs to be run by a user with those permissions. To remove permissions from the portal user while still allowing the payment calculation job to run, follow these steps:
Install S-Drive and connect the org in the portal as described above with a user having Modify All Data and Customize Application permissions. Call this UserA
Step 5: If you used a service user to install S-Drive:
Login to Salesforce as Admin
Go to S-Drive Configuration--General Settings
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Tab
Scroll down to Other Settings
Click
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“Reschedule” to start our payment calculation job.
Edit the profile for the service user used to install S-Drive
Remove Modify All Data permission
Remove Customize Application permission
Congratulations! You are now ready to configure S-Drive to suit your needs.
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